+263.8%
STLA vs WCN
+1,104.7%
-840.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.8% |
| 7D | +2.6% | -0.6% | +3.2% | +2.9% |
| 30D | -1.2% | +0.4% | -1.7% | -1.4% |
| 3M | -24.8% | +7.3% | -32.1% | -27.4% |
| 6M | -25.6% | -2.5% | -23.1% | -25.4% |
| YTD | -48.9% | -5.4% | -43.6% | -48.4% |
| 1Y | -38.8% | -8.5% | -30.3% | -37.4% |
| 3Y | -64.5% | +20.8% | -85.3% | -68.8% |
| 5Y | -62.4% | +30.0% | -92.5% | -68.6% |
| 10Y | +55.4% | +238.4% | -183.0% | -12.0% |
| All | +263.8% | +1,104.7% | -840.9% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WCN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling